Oak Family Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Oak Family Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$769K	Sell	2,079 -290	-12%	-$104K	0.2%	71
2026 Q1	$760K	Sell	2,369 -3,109	-57%	-$1.04M	0.21%	69
2025 Q4	$1.84M	Buy	5,478 +3,908	+249%	+$1.3M	0.5%	52
2025 Q3	$515K	Buy	1,570 +97	+7%	+$30.6K	0.13%	75
2025 Q2	$448K	Buy	1,473 +652	+79%	+$183K	0.14%	71
2025 Q1	$226K	Hold	821	–	–	0.08%	83
2024 Q4	$238K	Hold	821	–	–	0.09%	98
2024 Q3	$232K	Hold	821	–	–	0.07%	115
2024 Q2	$220K	Hold	821	–	–	0.08%	111
2024 Q1	$213K	Buy	+821	New	+$203K	0.08%	107
2022 Q1	–	Sell	-2,048	Closed	-$494K	–	161
2021 Q4	$494K	Hold	2,048	–	–	0.18%	80
2021 Q3	$455K	Buy	+2,048	New	+$467K	0.17%	80

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oak Family Advisors's VTI Position: Q2 2026 in Review

Oak Family Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, selling an estimated $104K and leaving 2,079 shares worth $769K. The position accounts for 0.2% of the portfolio, ranked #71.

Oak Family Advisors first reported a position in VTI in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.84M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Oak Family Advisors held 2,079 shares of Vanguard Morningstar Total Stock Market ETF worth $769K as of Q2 2026.
Oak Family Advisors sold 290 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $104K.
Vanguard Morningstar Total Stock Market ETF made up 0.2% of Oak Family Advisors's portfolio in Q2 2026, its #71 holding.
Oak Family Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 12 quarters since.
Oak Family Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.84M in Q4 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.